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Creating a BP Record in Document Manager

If you have permission to access the Document Manager grouping node, you can create a business process directly from the Documents functional sub-node. You can create the BP record by selecting or not selecting the files/folders that must be attached to the record. Additionally, the system supports auto-population of Document Manager properties for Document-Type BP records with and without folder structure.

To access this node:

1. Go to the shell tab and switch to User mode.
2. In the left Navigator, select Document Manager and then select Documents.

Creating a record without selecting the files or folders that must be attached to the BP record

1. Go to the shell tab and switch to User mode.
2. In the left Navigator, select Document Manager, and then select Documents.
3. In the Documents log, click Create and select Business Process.
4. In the New Record window, select the business process type under Select Business Process.
5. Click Create.

   Note: The format of the business process form changes depending on the availability of the standard forms (user interface) option.

The name of the project/shell (for the Documentation Manager in which the business process is being created) appears under Business Process Origin.

The Select Business Process field lists business processes that you have permission to access.

After you select a business process:

• For a single workflow setup, the workflow name appears under Select Workflow.
• For multiple workflows setups, the Select Workflow list lets you select a workflow setup for the new BP record from a list of applicable workflow setups.

  Note: The list of workflow setups that appears in list depends on whether you (user) have been designated as an assignee in the creation step.

Creating a record while selecting the files or folders that must be attached to the BP record

If you select files/folders and then create the BP record following the steps outlined earlier, the system adds the files/folders as attachments for the new BP record.

• If you select one or more files, the files are included in the Attachments tab.
• If you select one or more folder folders, then:
  • For Document Manager business processes that do not support folder structure, the system displays an alert message and the documents from selected folders and sub-folders are attached without the folder structure.
  • For Document Manager business processes that support folder structure, the system displays the folder structure.

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Last Published Friday, April 11, 2025